Atlas Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$111.5M
Q ending 2026-03-31
Prior quarter
$101.9M
Q ending 2025-12-31
Change
+9.4% QoQ
Positions
69
reported holdings
Largest positions
All 69 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVLV | Shares | $8.4M | 104K |
| Ishares Tr | AGG | Shares | $7.1M | 71K |
| American Centy Etf Tr | AVIV | Shares | $6.6M | 88K |
| American Centy Etf Tr | AVUV | Shares | $6.3M | 57K |
| Dimensional Etf Trust | DFIV | Shares | $6.3M | 119K |
| American Centy Etf Tr | AVES | Shares | $6.0M | 100K |
| Vanguard Scottsdale Fds | VCIT | Shares | $5.8M | 70K |
| Vanguard Bd Index Fds | BND | Shares | $5.7M | 78K |
| Apple Inc | AAPL | Shares | $5.2M | 20K |
| Ea Series Trust | BOXX | Shares | $5.2M | 44K |
| Vanguard Index Fds | VV | Shares | $4.4M | 15K |
| Schwab Strategic Tr | SCHP | Shares | $3.2M | 122K |
| Schwab Strategic Tr | FNDC | Shares | $3.2M | 68K |
| Vanguard Index Fds | VTI | Shares | $2.9M | 9K |
| Vanguard Charlotte Fds | BNDX | Shares | $2.7M | 57K |
| Dimensional Etf Trust | DUSB | Shares | $2.4M | 48K |
| Vanguard Bd Index Fds | BSV | Shares | $1.7M | 22K |
| Dimensional Etf Trust | DFSV | Shares | $1.7M | 48K |
| Vanguard Star Fds | VXUS | Shares | $1.6M | 20K |
| Vanguard Index Fds | VB | Shares | $1.2M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.2M | 2K |
| Ishares Tr | IWB | Shares | $1.1M | 3K |
| Southern Co | SO | Shares | $1.1M | 11K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.0M | 19K |
| Ishares Tr | ITA | Shares | $1.0M | 5K |
| Vanguard Index Fds | VOO | Shares | $971K | 2K |
| Dimensional Etf Trust | DISV | Shares | $864K | 22K |
| Ishares Tr | ITOT | Shares | $862K | 6K |
| Vanguard Intl Equity Index F | VT | Shares | $694K | 5K |
| Microsoft Corp | MSFT | Shares | $678K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $644K | 25K |
| Dimensional Etf Trust | DFAI | Shares | $610K | 16K |
| American Centy Etf Tr | AVSF | Shares | $605K | 13K |
| Dimensional Etf Trust | DFEV | Shares | $602K | 17K |
| Costco Wholesale Corporation | COST | Shares | $570K | 572 |
| American Centy Etf Tr | AVIG | Shares | $562K | 14K |
| Cambria Etf Tr | SYLD | Shares | $541K | 7K |
| Dimensional Etf Trust | DFAU | Shares | $505K | 11K |
| Alphabet Inc | GOOG | Shares | $489K | 2K |
| American Intl Group Inc | AIG | Shares | $463K | 6K |
| Ishares Tr | IVV | Shares | $449K | 687 |
| Ishares Tr | TIP | Shares | $440K | 4K |
| Vanguard Tax-Managed Fds | VEA | Shares | $425K | 7K |
| Amazon Com Inc | AMZN | Shares | $425K | 2K |
| Home Depot Inc | HD | Shares | $424K | 1K |
| Wisdomtree Tr | DTD | Shares | $423K | 5K |
| Lattice Strategies Tr | ROSC | Shares | $422K | 9K |
| Wisdomtree Tr | DGRW | Shares | $422K | 5K |
| Dimensional Etf Trust | DFAC | Shares | $369K | 9K |
| Ishares Tr | IXUS | Shares | $343K | 4K |
| Vanguard World Fd | VGT | Shares | $329K | 472 |
| Spdr Series Trust | QUS | Shares | $301K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $290K | 9K |
| Meta Platforms Inc | META | Shares | $269K | 471 |
| Schwab Strategic Tr | SCHF | Shares | $269K | 11K |
| Ishares Tr | STIP | Shares | $263K | 3K |
| Schwab Strategic Tr | SCHB | Shares | $262K | 10K |
| Vanguard Index Fds | VO | Shares | $260K | 905 |
| Nvidia Corporation | NVDA | Shares | $245K | 1K |
| Exxon Mobil Corp | XOM | Shares | $245K | 1K |
| Valero Energy Corp | VLO | Shares | $244K | 986 |
| Dimensional Etf Trust | DFSD | Shares | $232K | 5K |
| Bank America Corp | BAC | Shares | $226K | 5K |
| Schwab Strategic Tr | SCHA | Shares | $224K | 8K |
| Alphabet Inc | GOOGL | Shares | $215K | 749 |
| Spdr Gold Tr | GLD | Shares | $207K | 482 |
| Ishares Inc | IEMG | Shares | $204K | 3K |
| Amphenol Corp | APH | Shares | $202K | 2K |
| Targa Res Corp | TRGP | Shares | $201K | 800 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.